About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
Job Description
Key Responsibilities
- Provide comprehensive portfolio advisory services to Onshore clients, including asset allocation, investment strategy, and risk management.
- Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment solutions.
- Conduct in-depth analysis of market trends and investment opportunities across traditional and alternative asset classes.
- Present investment recommendations and strategies to clients in a clear and compelling manner.
- Collaborate with internal stakeholders to ensure seamless delivery of services and client satisfaction.
- Stay updated on industry developments and regulatory changes impacting the investment landscape.
Requirements
- Minimum of 10 years of relevant experience in Portfolio Advisory across traditional and alternative asset classes.
- Excellent command of business English and Mandarin.
- Proven track record in client relationship management and delivering high-quality presentations.
- Strong stakeholder management skills and a data-driven mindset.
Additional Requirements
CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore, CMFAS M1B - Rules and Regulations for Dealing in Securities (Non SGX-ST members) - Singapore, CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore, CMFAS M6A - Securities and Futures Product Knowledge - Singapore, CMFAS M6 - Securities Products and Analysis - Singapore, CMFAS M8A - Collective Investment Schemes II - Singapore, CMFAS M8 - Collective Investment Schemes - Singapore
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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